Princeton Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Princeton Capital Management’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,182	Closed	-$236K	–	98
2022 Q3	$236K	Hold	2,182	–	–	0.1%	79
2022 Q2	$257K	Buy	+2,182	New	+$302K	0.1%	83

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Princeton Capital Management's IYM Position: Q4 2022 in Review

Princeton Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2022, closing a stake of 2,182 shares — an estimated $236K sold.

Princeton Capital Management first reported a position in IYM in Q2 2022 and held it in 2 quarters. The position peaked at $257K in Q2 2022. 211 funds tracked by Wall St. Rank hold IYM as of Q4 2022.

Princeton Capital Management reported no remaining iShares US Basic Materials ETF position as of Q4 2022 after selling out during the quarter.
Princeton Capital Management sold 2,182 iShares US Basic Materials ETF shares in Q4 2022, an estimated $236K.
Princeton Capital Management first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 2 quarters.
Princeton Capital Management's iShares US Basic Materials ETF position peaked at $257K in Q2 2022.
211 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2022.

Based on Princeton Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.